Banking Associate II: Client Advisory & Transactions

TD Bank Group (TD); Wellesley (MA); On-site; USD 33,000 - 43,000; Full time

Job summary

TD Bank is seeking a Banking Associate in Wellesley, MA to perform daily transactions, open accounts, and educate customers on TD products and services. You will build trust with educational content and proactive guidance to help customers reach their financial goals.

The role requires strong customer service, communication, and problem-solving skills, with the ability to work during evenings, weekends, and holidays in a fast-paced store environment. Prior teller experience is a plus.

Qualifications

• High school diploma or GED required.
• 1 year of experience with customers preferred.
• Demonstrated customer service skills.
• Ability to work during evenings, weekends, and holidays.
• Teller experience preferred.

Responsibilities

• Perform transactions and open new accounts at the store location.
• Provide education and advice on TD products to customers.
• Build relationships and manage customer inquiries to promote financial tools.
• Adhere to policy, risk controls, and compliant procedures.

Skills

Customer service

Communication

Problem solving

Organizational skills

Teamwork

Microsoft Office

Education

High school diploma or GED

Notary License preferred

Tools

TD Bank systems

Job description

TD Bank is seeking a Banking Associate in Wellesley, MA to perform daily transactions, open accounts, and educate customers on TD products and services. You will build trust with educational content and proactive guidance to help customers reach their financial goals.

The role requires strong customer service, communication, and problem-solving skills, with the ability to work during evenings, weekends, and holidays in a fast-paced store environment. Prior teller experience is a plus.